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Colliding with the AI "super cycle," Victory Macro and peers see collective surge in performance.

Colliding with the AI "super cycle," Victory Macro and peers see collective surge in performance.

``` The explosive demand for AI computing power is driving related PCB companies to achieve super growth in their performance. Recently, Victory Giant Technology's performance forecast shows that its net profit attributable to shareholders in 2025 is expected to be between 4.16 billion and 4.56 billion yuan,

"Masayoshi Son goes all out!" SoftBank plans to invest up to $30 billion more in OpenAI.

"Masayoshi Son goes all out!" SoftBank plans to invest up to $30 billion more in OpenAI.

SoftBank is in talks with OpenAI for an additional investment of up to $30 billion, which would significantly increase its stake in the maker of ChatGPT. This move highlights founder Masayoshi Son’s ambition to play a central role in artificial intelligence, but has also heightened market concerns about SoftBank&

U.S. stock futures rose, the dollar fell to a four-year low, Asian currencies strengthened, and gold, copper, and aluminum all climbed.

U.S. stock futures rose, the dollar fell to a four-year low, Asian currencies strengthened, and gold, copper, and aluminum all climbed.

The weakening US dollar is reshaping the global market landscape. From precious metals to industrial metals to emerging market currencies, an asset rotation driven by "depreciation trades" is accelerating. After the US dollar index fell to its lowest level since February 2022 yesterday, on Wednesday the 28th, the

Resurgence of Analog Chips? Texas Instruments Expects Q1 Revenue to Grow Quarter-on-Quarter, First Time in Sixteen Years

Resurgence of Analog Chips? Texas Instruments Expects Q1 Revenue to Grow Quarter-on-Quarter, First Time in Sixteen Years

Texas Instruments has provided a rare outlook for quarter-on-quarter growth, reinforcing expectations that demand for analog chips is recovering and directly boosting its stock price. Texas Instruments jumped 8% after hours on Tuesday. The company’s financial report gave optimistic guidance, projecting first-quarter revenue of $4.32 billion to $4.

Sunny Sundi, selling trendy toys for 8.8 yuan, struggles to tell the story of a "budget Pop Mart."

Sunny Sundi, selling trendy toys for 8.8 yuan, struggles to tell the story of a "budget Pop Mart."

The blockbuster release of "Nezha: Birth of the Demon Child" during the 2025 Chinese New Year has drawn attention to a wave of IP derivative product companies, but the only one truly riding the momentum into the capital market seems to be Sunny Sundi. As a long-term foreign

ASML’s net sales in the fourth quarter were 9.72 billion euros, expected to be 9.57 billion euros.

ASML’s net sales in the fourth quarter were 9.72 billion euros, expected to be 9.57 billion euros.

ASML’s net sales in the fourth quarter were €9.72 billion, expected €9.57 billion. ASML expects its gross margin in 2026 to be between 51% and 53%, with an estimate of 52.9%. ASML announced it will repurchase shares totaling up to €12 billion by the end of

Guotai Haitong "announces good news" with a forecasted increase of over 110%: Improved operations and one-time gains jointly boost profit growth.

Guotai Haitong "announces good news" with a forecasted increase of over 110%: Improved operations and one-time gains jointly boost profit growth.

``` Guotai Haitong recently released its 2025 annual performance forecast, expecting the net profit attributable to shareholders of the parent company to be between 27.533 billion yuan and 28.006 billion yuan, representing a year-on-year increase of 111% to 115%. This period’s performance growth not only reflects the upward